FAQs: Sending signature requests via WhatsApp in BoldSign

BoldSign’s WhatsApp delivery feature enables you to send eSignature requests and notifications directly to recipients’ WhatsApp numbers, offering a fast, secure, and convenient way to get documents signed.

Below, we address frequently asked questions to help you understand and use this feature effectively.

What is BoldSign’s WhatsApp signature request feature?
The WhatsApp signature request feature allows you to send eSignature requests via WhatsApp, complementing email and SMS options. It’s ideal for recipients who are more responsive on the WhatsApp messaging platform or when email delivery is unreliable, ensuring faster response times with a secure signing link.
How does WhatsApp delivery work in BoldSign?
After preparing your document in BoldSign, select WhatsApp as the delivery method under Delivery Options. Enter the recipient’s name, phone number (with the correct country code), and preferred language. Once sent, the recipient receives a WhatsApp message with a secure link to review and sign the document in their preferred browser platform.
For detailed steps, see our article on How to send signature requests via WhatsApp?

How much does WhatsApp delivery cost?
Each WhatsApp notification costs $0.10, charged per notification sent (e.g., signature requests, manual reminders, expiration warnings, or completion notices).

Cost breakdown table

Notification type	Details	No. of Signers	WhatsApp Credit per notification	Total WhatsApp Credit
Signature Request	Alert sent to signer to notify them they need to sign the document	1	$0.10	$0.10
Manual Reminder	Reminder sent manually to signer to prompt them to sign the document	1	$0.10	$0.10
Completion Alert	Notification sent to signer confirming they have signed the document	1	$0.10	$0.10
Total	Total cost based on notifications sent	-	-	$0.30

Is WhatsApp delivery available on all BoldSign plans?
No, WhatsApp delivery is only available on the Business Plan or higher tiers. Free or lower-tier plans do not support this feature, but you can upgrade during setup to unlock it. Check the pricing page for details.
Can I send WhatsApp notifications to international numbers?
Yes. BoldSign supports WhatsApp notifications to international numbers in 26 countries. Make sure the phone number includes the correct country code (for example, +1 for the US or +44 for the UK).
For the complete list of supported countries and languages, check our article on What are the supported countries and languages for BoldSign WhatsApp delivery?
If your country code isn’t supported, contact BoldSign support for assistance.
What happens if a signer doesn’t receive the WhatsApp message?
If the message isn’t received, verify the phone number and country code in each document overview page. You can resend the request via WhatsApp or switch to other delivery methods when resending it. Manual reminders can also be sent to prompt action.
Is the WhatsApp message secure?
Yes, the WhatsApp message contains an encrypted link to the document, ensuring only the intended recipient can access and sign it. BoldSign uses authentication protocols such as identity verification and access codes to maintain security and guarantee legally binding signatures.
Can I customize the WhatsApp notification message?
No, the notification text is standardized by BoldSign for clarity and security. However, it includes the sender details, signer’s name, signature request link, and document title for personalization. Custom text is not supported at this time.
What types of notifications are sent via WhatsApp?
WhatsApp notifications include:
- Signature requests (sent to notify signers to sign the document).
- Expiration warnings (if the document’s deadline is nearing).
- Deletion warnings (if the document is scheduled for deletion).
- Manual reminders (Sent to prompt or remind signers to sign the document).
- Completion notices (when signing is complete).
Note: Automatic reminders and CC recipient notifications are not supported.
Can signers opt out of WhatsApp notifications?
Yes, signers can reply with STOP or UNSUBSCRIBE to pause WhatsApp notifications. To resume, they can reply with START or SUBSCRIBE. WhatsApp is used only for outgoing notifications, and replies are not monitored. If signers have questions about the document, they should contact the sender directly using the email provided in the WhatsApp signature request message, instead of contacting BoldSign Support through the Support portal.
What are the limitations of WhatsApp delivery?
- It’s a standalone delivery method (cannot be combined with email or SMS).
- Email OTP authentication is not supported.
- No automatic reminders, group signing, or document reassignment.
- No advance alerts for sequential signing.
- Notifications are sent only to signers, not CC recipients.
- Notification text cannot be customized.
How can I control the number of WhatsApp notifications used in my account?
You can set a budget limit for WhatsApp signature requests to prevent overspending. Once the limit is reached, the feature becomes inactive, and you’ll need to increase the limit to continue using it. The limit applies to all users in your organization.
Where can I learn more about WhatsApp delivery?
Explore these resources:

For additional help, reach out to BoldSign support.

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FAQs: Sending signature requests via WhatsApp in BoldSign

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